Platinum Relationship Manager
Morgan Stanley
Platinum Relationship Manager
The Platinum Relationship Manager will be responsible for the retention and growth of E*TRADE's most valuable and complex retail clients. Through frequent and purpose-driven client contacts, the Relationship Manager will cultivate personal connections by gaining an understanding of the client's investment needs, goals, and objectives while also becoming a trusted resource. Relationship Managers work within a small team and will have the responsibility of delivering white-glove dedicated service experience to all clients.
Responsibilities:
As a Platinum Relationship Manager, you will help drive our industry leading service culture by:
- Delivering exceptional client service while cultivating relationships with our highest value E*TRADE clients
- Providing comprehensive support including product education, trade facilitation and connecting E*TRADE clients with the full suite of Morgan Stanley products and services
- Utilizing deep technical knowledge of futures and contracts trading, along with strong technical market analysis skills
- Exhibiting critical thinking / problem solving skills to address client issues and questions to deliver a world-class experience
- Acting as a liaison between our internal support teams to ensure our client's service needs are met timely
- Having a thorough understanding of all Morgan Stanley products and services and will be responsible for identifying opportunities to maximize all aspects of Morgan Stanley
- Focusing on the bottom-line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and the entire customer experience
- Mitigating risk by strict adherence to company policies and procedures to ensure a secure and compliant work environment
- Effectively managing high volumes of client interactions, demonstrating strong organizational skills and a commitment to adhering to a schedule
Minimum Qualifications:
- Minimum of 1 year of client service experience
- FINRA Series 7 and 63 (or equivalent), and ability to be registered in all states and territories
Preferred Qualifications:
- 1+ years of supporting high net worth or active trader clients in a brokerage or financial services environment
- Bachelor's degree
- Thorough understanding of the securities industry including equity, margin, and option trading
- Excellent organizational skills with the ability to manage multiple tasks
- Ability to remain calm, professional and in control in a fast-paced business environment
- Must be dedicated to exceeding the expectations of clients, have a passion to excel, and outstanding oral/written communication skills
- Utilize independent decision-making skills to manage and resolve issues
Vacancy posted 5 days ago
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